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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
676
Werlinich Asset Management
Connecticut
$860K – – –
BP
677
BNP Paribas
France
$857K -$356K -4,723 -27%
BB
678
Busey Bank
Illinois
$855K +$105K +1,394 +13%
TF
679
Tandem Financial
Colorado
$852K +$939K +12,443 New
IEFM
680
IQ EQ Fund Management
Ireland
$850K +$939K +12,452 New
TBA
681
Tower Bridge Advisors
Pennsylvania
$846K -$17K -225 -2%
MM
682
Meridian Management
Arkansas
$843K +$754 +10 +0.1%
ISL
683
Ingalls & Snyder LLC
New York
$841K – – –
MSA
684
MUFG Securities Americas
New York
$841K +$929K +12,317 New
QCG
685
Quadrant Capital Group
Ohio
$835K -$8.37K -111 -0.9%
SAM
686
Shell Asset Management
Netherlands
$835K -$3.7K -49 -0.4%
LC
687
Lindbrook Capital
California
$829K +$20.4K +271 +2%
RC
688
Roundview Capital
New Jersey
$828K -$3.32K -44 -0.4%
CAM
689
Cidel Asset Management
Ontario, Canada
$824K -$12.5K -166 -1%
GA
690
Geller Advisors
New York
$823K +$8.75K +116 +1%
FCH
691
Freestone Capital Holdings
Washington
$821K +$9.35K +124 +1%
CWA
692
Clarus Wealth Advisors
Arizona
$820K +$223K +2,961 +32%
VFA
693
Valeo Financial Advisors
Indiana
$813K -$25.6K -339 -3%
CAM
694
Columbia Asset Management
Michigan
$812K – – –
BCM
695
Bayesian Capital Management
New York
$812K +$898K +11,900 New
AC
696
Avestar Capital
New York
$808K -$6.79K -90 -0.8%
TG
697
TCW Group
California
$804K +$22.6K +299 +3%
LHC
698
Little House Capital
Massachusetts
$802K +$19.9K +264 +2%
LA
699
Lifeworks Advisors
Michigan
$801K -$1.14M -15,111 -56%
SEIA
700
Signature Estate & Investment Advisors
California
$800K +$10.9K +144 +1%
26 27
28
29 30